What are the responsibilities and job description for the Client Services position at Droms Strauss Wealth Management?
Company Description
Droms Strauss Wealth Management is a financial services company that provides institutional-quality investment management and professional financial planning services. With clients across the United States and internationally, we are committed to helping our clients reach their financial goals in the most efficient and prudent manner. Our mission is to meet our clients' objectives while exceeding their expectations.
Role Description
This is a full-time on-site role as a Client Services Administrator at Droms Strauss Wealth Management located in St. Louis, MO. The Client Services Administrator will be responsible for daily administrative tasks that support the team and ensures excellent customer service. This includes coordinating and maintaining client records, assisting with client inquiries, submitting/following up on necessary paperwork and providing general administrative assistance. This role also heavily utilizes Customer Relationship Management (CRM) tools to track interactions and manage client data.
Qualifications
- Client Services and Customer Service skills
- Strong written and verbal communication skills
- Knowledge of finance and investment management
- Attention to detail and organizational skills
- Proficiency in the Microsoft Office Suite
- Familiarity with Customer Relationship Management (CRM) systems
- Ability to multitask and prioritize tasks
- Minimum Associate's Degree
- Willing to undergo a background check, in accordance with local law/regulations
- Team player, able to work well with all levels of the firm and clients
Join our team today and contribute to creating exceptional experiences for our clients!
Job Type: Full-time
Pay: $56,899.00 - $63,166.00 per year
Benefits:
- 401(k)
- Health insurance
Compensation Package:
- Profit sharing
- Yearly bonus
Education:
- Associate (Preferred)
Experience:
- client services: 2 years (Preferred)
Ability to Commute:
- St. Louis, MO 63141 (Required)
Work Location: In person
Salary : $56,899 - $63,166